Cinctive Capital Management’s LandBridge Co LB Stock Holding History

Cinctive Capital Management’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$435K	Sell	6,301 -120,613	-95%	-$7.67M	0.03%	304
2025 Q4	$6.22M	Buy	126,914 +71,425	+129%	+$4.15M	0.34%	80
2025 Q3	$2.96M	Buy	+55,489	New	+$3.06M	0.14%	211
2024 Q3	–	Sell	-250,000	Closed	-$5.79M	–	541
2024 Q2	$5.79M	Buy	+250,000	New	+$5.79M	0.28%	124

Other funds holding LB

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Cinctive Capital Management's LB Position: Q1 2026 in Review

Cinctive Capital Management reduced its LandBridge Co (LB) stake by 95% in Q1 2026, selling an estimated $7.67M and leaving 6,301 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #304.

Cinctive Capital Management first reported a position in LB in Q2 2024 and has held it in 4 quarters since. The position peaked at $6.22M in Q4 2025. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Cinctive Capital Management held 6,301 shares of LandBridge Co worth $435K as of Q1 2026.
Cinctive Capital Management sold 120,613 LandBridge Co shares in Q1 2026, an estimated $7.67M.
LandBridge Co made up 0.03% of Cinctive Capital Management's portfolio in Q1 2026, its #304 holding.
Cinctive Capital Management first reported a position in LandBridge Co in Q2 2024 and has held it in 4 quarters since.
Cinctive Capital Management's LandBridge Co position peaked at $6.22M in Q4 2025.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Cinctive Capital Management's 13F filing for Q1 2026, filed 15 May 2026.